CIK: 0000039263
申报总市值
US$88.1亿
仅显示前 200 大持股（共 1208 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 股票-科技 | 6.15% | -0.20% | -0.54% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.83% | -0.99% | +1.99% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.10% | -0.13% | +0.78% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.05% | -0.09% | +0.95% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.85% | -0.11% | +0.38% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.78% | -0.21% | +3.57% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.73% | — | +3.22% | |
| 8 | CVX | Chevron CORP | 股票-能源 | 1.64% | +0.25% | -4.98% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.56% | -0.16% | -0.31% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.49% | -0.14% | +17.50% | |
| 11 | HD | Home Depot INC | 股票-周期性消费 | 1.38% | — | +0.75% | |
| 12 | MA | Mastercard INC - A | 股票-金融 | 1.33% | -0.11% | +0.58% | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 1.22% | -0.02% | +54.77% | |
| 14 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.21% | +0.14% | -2.36% | |
| 15 | UNP | Union Pacific CORP | 股票-工业 | 1.19% | — | +3.46% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.15% | -0.08% | -9.11% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.06% | +0.14% | -0.14% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.06% | +0.35% | -2.76% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.03% | +0.16% | +42.33% | |
| 20 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.02% | — | +2.04% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 1.02% | -0.06% | +3.37% | |
| 22 | DHR | Danaher CORP | 股票-医疗保健 | 0.96% | — | +1.43% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.93% | -0.16% | +1.70% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.90% | — | +19.75% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.89% | +0.13% | +10.60% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.85% | — | +2.84% | |
| 27 | CRM | Salesforce INC | 股票-科技 | 0.85% | — | +2.44% | |
| 28 | NOW | Servicenow INC | 股票-科技 | 0.83% | -0.16% | -1.99% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.81% | — | +5.01% | |
| 30 | ABBV | Abbvie INC | 股票-医疗保健 | 0.77% | — | +1.43% | |
| 31 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.75% | — | -3.71% | |
| 32 | ZTS | Zoetis INC | 股票-医疗保健 | 0.72% | — | -1.30% | |
| 33 | QCOM | Qualcomm INC | 股票-科技 | 0.67% | -0.18% | +1.61% | |
| 34 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.66% | — | +0.67% | |
| 35 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.66% | — | -1.05% | |
| 36 | CP | Canadian Pacific Kansa F | 股票-工业 | 0.64% | — | -0.84% | |
| 37 | ADBE | Adobe INC | 股票-科技 | 0.64% | — | -6.43% | |
| 38 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.59% | — | -2.25% | |
| 39 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.59% | -0.15% | +2.51% | |
| 40 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.59% | — | +1.26% | |
| 41 | CFR | Cullen/frost Bankers INC | 股票-金融 | 0.58% | — | -11.03% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.57% | — | -5.96% | |
| 43 | ETN | Eaton Corporation plc | 股票-工业 | 0.56% | — | +1.37% | |
| 44 | PYPL | Paypal Holdings INC | 股票-金融 | 0.55% | — | +0.97% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.55% | — | +38.06% | |
| 46 | CSCO | Cisco Systems INC | 股票-科技 | 0.53% | — | +1.85% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.53% | — | +215.35% | |
| 48 | PEP | Pepsico INC | 股票-非周期性消费 | 0.52% | — | -0.40% | |
| 49 | MDT | Medtronic plc | 股票-医疗保健 | 0.52% | — | +0.83% | |
| 50 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.52% | +0.16% | -1.56% |